Q: I have been steadily building a position in ATS over the past year.
Recently you answered a question ranking to buy ATS last for long-term growth potential, behind TRI, ATD & DOL.
Also from a recent response, ATS’ eps was expected to increase by 50% next fiscal.
So I’m not sure where to put new money amongst the above companies. Thoughts?
Portfolio-building sometimes feels like making castles in the sand; it starts looking decent, then a wave comes out of the blue ;0)
Recently you answered a question ranking to buy ATS last for long-term growth potential, behind TRI, ATD & DOL.
Also from a recent response, ATS’ eps was expected to increase by 50% next fiscal.
So I’m not sure where to put new money amongst the above companies. Thoughts?
Portfolio-building sometimes feels like making castles in the sand; it starts looking decent, then a wave comes out of the blue ;0)
5i Research Answer:
Keep in mind rankings can change quickly and are largely subjective. We like all the companies mentioned in the prior question. The other three do have more 'consistent' histories, and are also much larger which was why they led the rank. We would be comfortable buying any. We would also be fine owning more than one for diversification.